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Boxwood

Private Client Advisory

Boxwood

Private Client Advisory

Boxwood

Private Client Advisory

Boxwood

Private Client Advisory

Our Solutions

Putting Our Experience To Work For You

We guide multigenerational families, ultra-high-net-worth individuals, and privately held businesses, advising on a range of legacy planning and growth solutions to strengthen their unique shared values and heritage, form virtue driven leaders, and maximize opportunities for new cross-border introductions and relationships.

With an enduring track record and reputation for excellence, we remain an intentionally boutique consulting firm committed to bespoke advisory services within the niche of private banking.

Uniquely positioned with longstanding relationships across Europe, the United Kingdom, Southeast Asia, India, the Gulf, and the Americas, we bring highly customized solutions for wealth preservation and growth, synthesizing diverse thought-leadership with direct access to curated opportunities across diverse markets and industries.

INSIGHTS

Charitable Gifting: Donor Advised Funds Versus Family Foundations

Donor-advised funds (DAFs) have been created in record number over the past decade, and yet many attorneys, accountants, and advisors report that a select number of clients still express an interest to create to create a private foundation (PF). In this article we will examine both structures and explore the benefits of each.

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Boxwood

Private Client Advisory